See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,081 | $48,230-77.0% | $67,502-83.6% | $80,856-86.3% |
| Participation rate | 45.1% | 66.4%-21.3pp | 72.9%-27.8pp | 67.6%-22.5pp |
| Annual return | 12.78% | 18.28%-5.5pp | 3512.12%-3499.3pp | 35.59%-22.8pp |
| Employer contribution / active EE | $726 | $2,020-64.1% | $2,731-73.4% | $2,755-73.7% |
| Participant deferral / active EE | $1,081 | $2,924-63.0% | $4,000-73.0% | $4,296-74.8% |
| Admin fee / account holder | $2,539 | $3,681-31.0% | $3,998-36.5% | $6,918-63.3% |